Macrofin requires new template customization for their pharmapod project. The template customization includes the sales order template, multi-currency customer statement template, vendor bill payment template , purchase order template and sales invoice template. This requirement can be achieved by customizing the template.
Estimated hours are 50
Requirement 1
Macrofin wants to customize the advance pdf template for sales order printout. The fields should be sourced as per the attached file.The details are included in the following file.
Our Solution
Prerequisites
- Account Phone Number custom field will be created by MF
Description
The requirement can be achieved by customizing the advanced PDF template. The field should be sourced as per the shared pdf file. The template can be created as per provided sample
- Subsidiary Address is sourced from the subsidiary record based on the subsidiary on the transaction
- Company Return Email Address is sourced from Company Information
- Accounts Phone Number will be a custom field on the Subsidiary record
- Website is sourced from the subsidiary record
- This is fixed text at the footer of the page
Assumptions
- The font type will be Arial and the font size will be 10px.
- We are assuming that there will be no changes on the item lines and it will be as per the standard PDF template provided by the Netsuite.
- Need to create the template from the standard advanced PDF template of the Netsuite.
- Footer can be hardcoded in the template
- There will not be any setup required to handle different locale based on customer language Budget and Time
Budget and Time
4 Hours
Requirement 2
Macrofin wants to customize the advanced pdf template for the multi-currency customer statements. The format will be the same as that used for the sales invoice. The details are included in the following file.
Our Solution
Prerequisites
- Account Phone Number custom field will be created by MF
- MF will provide the custom field for the Bank details on subsidiary record
Description
The requirement can be achieved by customizing the advanced PDF template. The field should be sourced as per the shared pdf file. The template should be created as per the shared pdf file.
- Subsidiary Address is sourced from the subsidiary record based on the subsidiary on the transaction
- Accounts Email is sourced from the return email address in the company information
- Accounts Phone Number is sourced from a custom field on the subsidiary record
- Website is sourced from the website field on the subsidiary record.
The transaction and Aging table will be setup as normal as of standard statement template
- Table 1
- Transaction Type sourced from the transaction record
- Date of the transaction
- Transaction ID sourced from transaction Document Number
- Transaction Amount sourced from Transaction Record
- Balance should be the total balance of the customer
- Table 2
- 0-30 This should be based on the date of the transaction to the date the statement is generated and include the total balance in that date range
- 31-60 This should be based on the date of the transaction to the date the statement is generated and include the total balance in that date range
- 61-90 This should be based on the date of the transaction to the date the statement is generated and include the total balance in that date range
- 90+ This should be based on the date of the transaction to the date the statement is generated and include the total balance in that date range
- Amount Due
- The company bank details will be sourced from a custom text area field on the subsidiary record.
- If the subsidiary is Pharmapod Ld, then they have 3 currency bank accounts(Euro, CAD, GBP). So there will be 3 currency bank details in the subsidiary record. So we need to conditionally check the currency of the transaction and accordingly select the correct currency bank details. So company bank details should be sourced conditionally
- The footer of the page will be fixed text
Assumptions
- The font type will be Arial and the font size will be 10px.
- We have considered the first section and the last sections as header and footer for the PDF. If multiple pages are there due to the lot of transactions , then the images will be included in all pages. We also include the ‘Our Key Services’ portion in all the pages for the better look and feel of the PDF in case of multiple pages.
- The header, footer and left hand side of the page will be available in every page.
- The subsidiary details will be set in the following box:
- The Customer details will be available in the following box:
- The company bank details will be added as per the following table
- The aging details will be as per the standard details provided by the Netsuite. I.e invoice details and aging details will be set in the different lines. The format will be following:
- The table of invoice details and aging details would be setted in the position of items listed in the sales invoice . i.e :
- The address field on the invoice is based on subsidiary specific.
- The multi-currency statement template need to be customized to accommodate the new changes
- If the customer has invoices of multiple currencies, then the statement will be displayed in the separate pages.
- We are assuming that layouts for the invoice details and aging table will be a standard PDF template provided by the Netsuite.
- Need to create the template from the standard advanced PDF template of the Netsuite.
- Header, Footer and left hand side will be the same on every page.
- There will not be any setup required to handle different locales based on customer language.
- We are assuming that only the Pharmapod Ltd subsidiary has the multiple currency bank account.
- We are assuming that the 3 custom text fields are already created in the Pharmapod Ltd subsidiary record for the currency bank details.
Risk
- We haven’t considered any customized calculation for the Transaction or Aging table as that is not flexible in the template. So will include only the columns that are provided by netsuite by default
- The position of the table of invoice detail and aging details will have enough width to accommodate the table.
Budget and Time
9 Hours
Requirement 3
Macrofin wants to customize the advanced pdf template for the vendor-bill payment. The format has been available in the shared pdf file from the client
Our Solution
Prerequisites
- Macrofin will provide the field mapping details for the details on the pdf template
Description
The requirement can be achieved by customizing the advanced PDF template. The template can be created as per the shared pdf file with provided mapping.
- Subsidiary Address is sourced from the subsidiary record based on the subsidiary on the transaction
- Company Return Email Address is sourced from Company Information
- Accounts Phone Number will be a custom field on the Subsidiary record
- Website is sourced from the subsidiary record
- The footer of the page will be fixed text
Assumptions
- The font type will be Arial and the font size will be 10px.
- The address field on the invoice is based on subsidiary specific.
- We are assuming that there will be no changes on the item lines and it will be as per the standard PDF template provided by the Netsuite.
Budget and Time
4 Hours
Requirement 4
Macrofin wants to customize the advanced pdf template for the purchase order. The format has been available in the shared pdf file from the client.
Our Solution
Prerequisites
- Macrofin will provide the field mapping details for the details on the pdf template
Description
The requirement can be achieved by customizing the advanced PDF template for the purchase order . The field should be sourced as per the shared pdf file. The template should be created as per the shared pdf file.
- Subsidiary Address is sourced from the subsidiary record based on the subsidiary on the transaction
- Company Return Email Address is sourced from Company Information
- Accounts Phone Number will be a custom field on the Subsidiary record
- Website is sourced from the subsidiary record
- The footer of the page will be fixed text
Assumptions
- The font type will be Arial and the font size will be 10px.
- The address field is based on subsidiary specific.
- We are assuming that there will be no changes on the item lines and it will be as per the standard PDF template provided by the Netsuite.
Budget and Time
4 Hours
Requirement 5
Macrofin wants to customize the advanced pdf template for the sales invoice The format has been available in the shared pdf file from the client.
Our Solution
Prerequisites
- Macrofin will provide the field mapping details for the details on the pdf template
Description
The requirement can be achieved by customizing the advanced PDF template. The field should be sourced as per the shared pdf file. The template should be created as per the base template provided by the client. The artwork should be shared by the client.
- The logo should be Pharmapod logo
- The artwork will be provided by the customer
- Invoice # will be sourced from the sales transaction record and will be the transaction document number
- Issued: – This will be sourced from the Date field on the transaction
- Payment Due: – This will be sourced from the Due Date field on the transaction
- Where it says Keystone Procurement Ltd. This will be sourced from the customer’s name field on the transaction
- The address below the customer’s name will be sourced from the Billing Address on the transaction
- Description will be sourced from the Item name/number on the transaction line.
- Unit will be sourced from the Quantity field on the transaction line.
- Cost Per Unit will be sourced from the Rate field on the transaction line.
- Cost will be sourced from the Amount field on the transaction line
- fixed text will be provided by the customer.
- LEFT HAND SIDE
- VAT NO – This is sourced from the VAT Registration No field on the subsidiary record of the subsidiary specified on the transaction.
- Below the VAT Number will be the Subsidiary Bank Details – This will be a custom text area field on the subsidiary record. If the subsidiary is Pharmapod Ld, then they have 3 currency bank accounts(Euro, CAD, GBP). So there will be 3 currency bank details in the subsidiary record. So we need to conditionally check the currency of the transaction and accordingly select the correct currency bank details.
- Bottom Left where it says please make a payment within 15 days. This will be sourced from the terms field on the transaction record.
- Thank You bottom left will be fixed text
- RIGHT HAND SIDE
- SUBTOTAL – This is sourced from SUBTOTAL header field on the transaction record
- VAT @ 23% – This will be sourced from the TAX TOTAL header field on the transaction record
- TOTAL – This will be sourced from the TOTAL field on the header of the transaction record
- The KEYSTONE PROCUREMENT and logo will be replaced with Pharmapod’s logo.
- To the right of that will be sourced from the subsidiary address on the applicable subsidiary record.
- On the right hand side will just be the Pharmapod Website sourced from the Subsidiary Record
Assumptions
- The new template can be applied for all the invoice form and print will be generated from the standard Print option/email can be send by using standard email options available in the invoice form
- The font type will be Arial and the font size will be 10px.
- We are assuming that the artwork in the page will not affect the header part of the sales invoice.
- We are assuming that only the Pharmapod Ltd subsidiary has the multiple currency bank details.
- We are assuming that the 3 custom text fields are already created in the Pharmapod Ltd subsidiary record for the currency bank details.
- We have considered the first section and the last sections as header and footer for the PDF. If multiple pages are there due to the lot of items, then the images will be included in all pages. We also include the ‘Our Key Services’ portion in all the pages for the better look and feel of the PDF in case of multiple pages.
- The following box will be available only in the first page of the invoice pdf template:
- The following box will be available only in the last page of the invoice pdf template:
Risk
- Since the invoice has multiple item lines and each line may have a different tax rate, it is not preferred to set the tax percentage (VAT % 23). So if there are chances for multiple tax rates in a single Invoice, then either we have to avoid adding the Tax Percentage on the summary box or we will have to include multiple lines based on the different Tax Percentages in a single invoice
- We have considered the font as Arial as we confirmed the same for Compusoft PDFs. However, in the given sample the font is different. If you would like to proceed with the same font as the sample, then we will have to confirm that font is supported by Netsuite. If not, we need the ttf file to inject the font. If the font is available for free, then we can use that in the PDF. Otherwise, MF has to provide the fft file of the required font.
Budget and Time
24 Hours
Requirement 6
Macrofin wants to customize the advanced pdf template for the credit memo. The format should be same as created for the sales invoice.
Our Solution
Prerequisites
- Macrofin will provide the field mapping details for the details on the pdf template
Description
The requirement can be achieved by customizing the advanced PDF template. The field should be sourced as per the shared pdf file. The template should be created as per the base template provided for the sales invoice by the client.
The templates, functionalities , assumptions and risks of credit memo will be the same as the proposed invoice solution.
Risk
- The credit memo requires only a 5 hour effort, as we are planning to reuse the template of the proposed invoice. The extra effort 20 will be required, if we are not implementing the invoice PDF.
Total Efforts: 50 hours